Method Community

 

How to add options to LeadStatus Dropdown Menu

Last post 08-21-2014 4:19 PM by Method_Greg. 1 replies.
Page 1 of 1 (2 items)
Sort Posts: Previous Next
  • 08-21-2014 10:53 AM

    How to add options to LeadStatus Dropdown Menu

    Is there a way to add or change the options for LeadStatus the dropdown menu when creating or editing a Lead? I want to change the default options to something different. Thanks

  • 08-21-2014 4:19 PM In reply to

    Re: How to add options to LeadStatus Dropdown Menu

    Hello Cameron,

       Unfortunately, they are not customizable.  Take a look at this earlier forum post for an explanation of the different types.  The values are used in Home Dashboard reports and other functionality that would be affected if you changed these values.  Also, there isn't an interface to change the default value of the dropdown.  On the other hand, I believe with some customization, you can make a new default value.  I would have a 'Enter Value Into Field On Screen' action in the OnScreenLoad action to set the value of the Lead Status drop down to whatever value you need.


    Greg

    Greg Bilous
    Community Support Specialist
    Method Integration
    g.bilous@method.me
    Toll Free: 1.888.925.6238
    Local and overseas: 416.847.0400 ex.756
    Fax: 416.640.6027
Page 1 of 1 (2 items)